Raymond James Ltd.
Financial Planner at Raymond James Ltd.
Job Description
Elevate your career as a Financial Planner with Raymond James Ltd. in Toronto, Ontario. Focus on high-quality investment solutions while serving an expanding client base and utilizing your planning skills.
As a Financial Planner, you will provide exceptional client service and be integral to creating comprehensive financial plans. Your key skills in tax analysis, cash flow projections, and insurance planning will help meet clients' wealth management needs. You’ll engage in liaising across departments to deliver well-rounded financial solutions.
Key Responsibilities:
• Prepare comprehensive financial plans and projections
• Provide tax recommendations and insights on conversions
• Liaise with tax, insurance, and trust departments
• Present and update clients on financial plans
• Support cash flow projections and tax analysis
Requirements:
• Knowledge in Financial Planning concepts
• Experience with Naviplan and Snap software
• Proficient in Microsoft Off...
As a Financial Planner, you will provide exceptional client service and be integral to creating comprehensive financial plans. Your key skills in tax analysis, cash flow projections, and insurance planning will help meet clients' wealth management needs. You’ll engage in liaising across departments to deliver well-rounded financial solutions.
Key Responsibilities:
• Prepare comprehensive financial plans and projections
• Provide tax recommendations and insights on conversions
• Liaise with tax, insurance, and trust departments
• Present and update clients on financial plans
• Support cash flow projections and tax analysis
Requirements:
• Knowledge in Financial Planning concepts
• Experience with Naviplan and Snap software
• Proficient in Microsoft Off...